See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,991 | $80,717+59.8% | $154,803-16.7% | $84,808+52.1% |
| Participation rate | 97.7% | 66.8%+30.9pp | 78.1%+19.6pp | 68.3%+29.4pp |
| Annual return | 11.89% | 37.96%-26.1pp | 58.88%-47.0pp | 40.90%-29.0pp |
| Employer contribution / active EE | $5,462 | $2,761+97.8% | $4,305+26.9% | $2,631+107.6% |
| Participant deferral / active EE | $6,149 | $3,303+86.1% | $5,540+11.0% | $4,212+46.0% |
| Admin fee / account holder | $4,699 | $6,746-30.3% | $14,329-67.2% | $7,344-36.0% |